Charitable IRA Rollover Video

Charitable IRA Rollover Video

$195.00 / year

The IRA Charitable Rollover allows individuals over age 70½ to directly transfer up to $100,000 per year from an IRA account to one or more charities. This transfer counts toward the minimum required distribution rule for IRA accounts, and such distributions are free of both income and estate taxes. It is marketed as a “tax-free” donation because there is no tax on the donation.

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